Time View Tab

1. On the Work Queue menu in the navigation bar, select Scheduling Board.

   

2. Select the Time View tab.

   

3. Select to choose a date, or use the navigation arrows to move through and choose a date.

   

4. Select a Time Zone from the list. The default time zone is Pacific Time.

   

5. View the Time View calendar. Each row in the Time View calendar displays a resource's schedule of assignments for that day.

   

   Note: The assignment is color-coded based on its status. Gray hash lines on the schedule next to the assignment represent travel time.

6. Select the assignment to view its information.

   

Each row in the Time View calendar displays a resource's schedule of assignments for that day. You can modify which resources display on the calendar.

1. Select Select Team(s) to choose which groups to show on the Time View tab. See Manage Groups for more information on groups.

   

2. Select the checkbox(es) next to the desired group(s).

   

3. Select Done.

4. Select and on the Time View calendar to hide or show the member resources of each team you have selected.

Use drag-and-drop scheduling to manually assign work to a specific appraiser at a specific time.

Note: The assignment is scheduled exactly where it is placed on the Time View tab, regardless of any overlap or scheduling conflicts.

1. On the Scheduling Board, select the Unassigned tab.

2. Select the lines next to the Claim Suffix number of the desired assignment.

   

3. Drag the assignment to the desired location on the Time View tab.

   

1. On the Scheduling Board, select the Time View tab.

2. Navigate to the desired assignment on the tab.

3. Select the assignment on the Time View tab and drag it to the Drop here to unassign area.

   

1. On the Scheduling Board, select the Time View tab.

2. Select the desired assignment.

   

3. Select Cancel Assignment.

   

4. In the window, select a Reason for Cancellation from the list.

   

5. Select Cancel Assignment.

The assignment is color-coded based on its status.